Oct 31, 2021

Delayed SSI Report

      From a press release:

U.S. Senator Mike Crapo (R-Idaho), Ranking Member of the Senate Finance Committee, and Senator Todd Young (R-Indiana), Ranking Member of the Finance Committee’s Subcommittee on Social Security, Pensions and Family Policy, pressed the Acting Commissioner of the Social Security Administration on when Congress can expect to receive the annual report on the Supplemental Security Income (SSI) program. 

The delay in reporting to Congress on the program relative to the statutory deadline of May 30 is the longest in the history of the report, and comes on the heels of the longest delay ever in the Social Security and Medicare trustees report.  ...

     I can't even imagine a political motivation for delaying this mundane report. Just accept the reality that I have to accept every day. Social Security isn't hitting on all cylinders. Work isn't getting done in a timely manner. This has to do with general understaffing and reduced efficiency because almost everyone is working from home. It sucks but there it is.


Oct 30, 2021

Long Covid And Social Security Disability


      From the New York Times:

Since she tested positive for the coronavirus in April 2020, Josie Cabrera Taveras has found herself sleeping for up to 15 hours a day, stopping in grocery store aisles to catch her breath, lapsing in and out of consciousness and unable to return to her job as a nanny.

She believes that she is one of thousands, possibly millions, of Americans who may have a condition known as “long Covid.” The Biden administration has said people with the condition could qualify for federal disability protections and benefits, which can include health care, housing and unemployment benefits.

But like many others who may have long Covid, Ms. Taveras, 31, has had a hard time proving it. ...

With no direct medical evidence of her condition, she has been turned down for disability coverage twice. Even a note from a prestigious post-Covid clinic in the Mount Sinai hospital system, attesting that Ms. Taveras “continues to experience daily symptoms and is currently unable to work,” was not enough. ...

Since December 2020, the Social Security Administration has determined that about 16,000 applicants were able to provide medical evidence supporting Covid-19 as one of their impairments, according to Nicole Tiggemann, a spokeswoman for the agency, which was not flagging Covid cases before that.

But she would not say how many of those 16,000 applicants had been approved for benefits, or how many people claiming long Covid as a condition had been denied. Many cases are probably still pending; wait times for a determination can stretch for five months or more. ...

Steven Trompeter, 49, was unable to perform his job as an industrial mechanic after getting sick with Covid symptoms, including cough, fever, muscle aches and loss of taste and smell, in February 2020. He applied for disability in December 2020 and was approved six months later. ...

     I'm glad Mr. Trompter got approved but surprised that he would have been approved based solely on long Covid. Maybe there are other health problems involved in his case.

     I'm not seeing any groundswell of long Covid cases. So far, I've got one such case and it could easily be described as a post-ICU syndrome case, an entity that was well known before Covid. I'm not hearing about many long Covid cases from other attorneys.

Oct 29, 2021

Reason For Concern?

     I had posted yesterday that extending SSI to U.S. territories is part of the budget reconciliation bill pending in the Senate. Apart from the general threat of last minute snags on the bill as a whole, there is some reason for concern about the SSI part. The problem is arcane Congressional rules. Generally, any bill can be filibustered in the Senate. Budget reconciliation bills are a major exception. Those can't be filibustered. However, you can't put just anything in a budget reconciliation bill. One major rule is that no provision can be part of reconciliation if it would increase the deficit more than 10 years out. Generally, drafters of budget reconciliation bills get around this by including sunset provisions for budget reconciliation items that cost money. Extending SSI to the territories definitely costs money. However, the provision extending SSI to the territories contains no sunset provision (page 1682).

     I think this means that any Senator or Representative can object to the SSI provision. However, there may be some budget reconciliation exception that might cover this. I don't know. I'm no expert in Congressional rules. However, I'm not the only one asking the question.

    Would someone object? I'm not so sure. My guess is that this legislative provision is part of a settlement of litigation on the subject. I'd say that it's a reasonable settlement looked at from either a Democratic or Republican stance. I think the government's posture in the case pending at the Supreme Court is weak. Settling the issue in this way allows for a much better implementation of SSI for the territories. Doing it immediately as a result of a Supreme Court opinion would be a real mess.

     If someone objects, what happens then? Do they pull the provision altogether? Add a 10 year sunset? What is the deal, if there is one, with those litigating with the government on this issue. I don't know.

Republicans Want Field Office Reopened


      Sixty-one members of Congress, all or almost all of them Republicans, have written a letter demanding that Social Security field offices be reopened.

Oct 28, 2021

Budget Reconcilation Bill Extends SSI To Territories

      I spoke too soon about SSI changes not being in the budget reconciliation bill. The legislative text is now available and it includes one SSI change (page 1682) -- extending SSI to U.S. territories effective January 1, 2024. However, a case pending at the Supreme Court could extend SSI to the territories a lot sooner than that.

     Update to include some speculation: Maybe there won't be an oral argument in U.S. v. Vaello-Madero. Maybe an agreement was quietly made in that case and related cases. If the Biden Administration gets SSI for territories legislatively, the cases get dropped. That allows for an easier implementation -- giving Social Security almost two more years. (And I really think the government is going to lose this case if it is argued.) However, such an agreement would deprive claimants of benefits for that time period. That kind of deal is what I would have urged if I had been in the Solicitor General's office. I guess we'll see soon. The oral argument in U.S. v. Vaello-Madero is scheduled for November 9.

SSI Reform Probably Won't Be In The Budget Reconciliation Bill

      There's a summary out of the current "framework" for the budget reconciliation bill pending in Congress. There had been some hope that this bill would include at least some limited SSI reform but, alas, that's not listed. I guess it's still possible that there will be some really small bore SSI changes in the final bill in the category listed as "Equity and Other Investments" but as much as this has been whittled down, I wouldn't expect it.

Social Security ALJs Want End To Quotas

      From Government Executive:

Officials at the Justice Department last week announced that it would suspend a controversial system for managing immigration judges’ performance based on the number of cases they decide, prompting judges at other agencies to request an end to similar quotas. ...

The decision has raised the hopes of another union of judges that its agency will abandon its own controversial quota system. The Association of Administrative Law Judges said they have been operating under an onerous requirement from the Social Security Administration to schedule at least 50 disability cases per month since 2017.

“We have to submit a calendar that demonstrates that we will hold at least 50 hearings in a month, and if you don’t, you have to make up the difference in other months,” said AALJ President Melissa McIntosh. “The consequences include discipline, and judges who have received proposed removal actions are cited for ‘not managing’ their docket . . . In addition to this scheduling rule, they repeatedly say that you must have between 500 and 700 legally defensible decisions per year.”

McIntosh’s organization is urging acting Social Security Commissioner Kilolo Kijakazi to abandon the performance metrics, arguing that they effectively deprive claimants of their due process rights, particularly as cases have gotten more complex in recent years. ...


Oct 27, 2021

Larson Introduces Social Security 2100 Act

Representative Larson

      John Larson, the Chairman of the House Social Security Subcommittee, has introduced the Social Security 2100 Act. The bill would provide:

Benefit bump for current and new beneficiaries – Provides an increase for all beneficiaries that is the equivalent to about 2% of the average benefit. The US faces a retirement crisis and a modest boost in benefits strengthens the one leg of the retirement system that is universal and the most reliable.
Protection against inflation – Improves the annual cost-of-living adjustment (COLA) formula to better reflect the costs incurred by seniors through adopting a CPI-E formula. This provision will help seniors who spend a greater portion of their income on health care and other necessities. Improved inflation protection will especially help older retirees and widows who are more likely to rely on Social Security benefits as they age.

Protects low-income workers – No one who paid into the system over a lifetime should retire into poverty. The new minimum benefit will be set at 25% above the poverty line and would be tied to wage levels to ensure that the minimum benefit does not fall behind.

Improves benefits for widows and widowers in two income households

Repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) that currently penalize many public servants.

Ends the 5-month waiting period to receive disability benefits.

Provides caregiver credits to ensure that caregivers are not penalized in retirement for taking time out of the workforce to care for children or other dependents.

Extends benefits for students through age 22.

Increases access to benefits for children who live with grandparents or other relatives.

Have millionaires and billionaires pay the same rate as everyone else – Presently, payroll taxes are not collected on wages over $142,800. This legislation would apply the payroll tax to wages above $400,000. This provision would only affect the top 0.4% of wage earners.
Extends the depletion date (when a 20% cut to benefits would occur) to 2038 – Giving Congress more time to ensure long term solvency of the Trust Funds.

Social Security Trust Fund Established – Social Security provides all-in-one retirement, survivor, and disability benefits funded through the dedicated FICA contribution paid by workers. There are technically two trust funds, Old-Age and Survivors (OASI) and Disability Insurance (DI), and that are usually referred to as the Social Security Trust Fund. This provision combines the OASI & DI trust funds into one Social Security Trust Fund, to ensure that all benefits will be paid.

     There is no path to passage of this bill in the current Congress. It's not clear this would pass even in the House of Representatives. Senate Republicans would use the filibuster to prevent debate on the bill. Because of opposition from Senators Manchin and Sinema, Democrats lack a majority to do anything about the filibuster. Anything having to do with Title II of the Social Security Act is off limits under the budget reconciliation process.

     One aspect of the bill not summarized above could have some real world consequences in the near term. Representative Larson's bill would do something about the fee cap that is slowly choking attorneys who represent Social Security claimants. The Acting Commissioner of Social Security can raise the fee cap by a simple notice in the Federal Register. No legislation is needed. I believe this bill is the first time that Larson has come out in support of raising the fee cap. Generally, Social Security Subcommittee Chairs have considerable influence at Social Security. However, Larson has seemed so disengaged from his Subcommittee's responsibilities, I don't know how much influence he has at the agency.

Oct 26, 2021

Woman Continues To Accept Husband's Social Security Benefits After Dismembering His Body

      From KLAS:

A woman facing a Social Security fraud charge told investigators she dismembered her deceased husband and threw his remains in the trash, prosecutors wrote in federal court documents obtained by the I-Team. ...

According to court documents, Shedleski deposited her deceased husband’s retirement benefits, which continued for more than four years after his death, into her account. ...

The administration became aware of the deposits in December 2019 after it received an anonymous allegation that Shedleski’s husband had disappeared, documents said. ...

In mid-2019, staff at the Las Vegas Social Security Office attempted to contact Shedleski’s husband, but there was no response. Shedleski later returned repeated messages, saying she and her husband lived together in Las Vegas.

In late-2019, investigators visited Shedleski’s apartment. Her husband was not there, and she reportedly told investigators he was traveling the country. Later in the interview, she told investigators her husband had died in August 2015 in the basement of their previous home in Pennsylvania.

She also told investigators she dismembered his body, packaged up the pieces and threw them into the trash, court documents said ...


Oct 25, 2021

COLA Deteminations, Including Max User Fee


      Social Security has posted all of it cost of living adjustments in the Federal Register.

     Among other things, the maximum user fee for attorneys representing claimants goes up to $104 next year. Of course, there is no increase in the maximum fee that attorneys can charge.

     I've noticed over the years that Republicans in Congress seem to think that federal domestic agencies are infinitely wasteful. They believe that operating budgets can be cut and cut without any effect upon the public. There seems to be a parallel attitude by Social Security management. Allowing the fees that attorneys can charge to represent claimants to keep going down by not adjusting for inflation can't possibly have any effect on the public. Attorneys are infinitely inefficient and infinitely wealthy. They can absorb anything.

Oct 24, 2021

Congresswoman Has Illusions


      From radio station KMA:

Iowa Congresswoman Cindy Axne says too many people are having issues with the Social Security Administration's hotline services. …

Axne says she's heard from hundreds of Iowans having difficulties with the hotline service.

"I've had Iowans tell me they've been on the phone for four hours," she said. "I had a gentleman tell me that, unfortunately, his wife passed away. He couldn't get the answers that he needed on what his social security would look like after his wife died. He ended up having to put in his income back to 1966 into the system. It took him so long to even figure out what would this look like for him." 

Axne says no additional funding is required for Social Security to provide adequate hotline staffing. 

"It doesn't cost us a dime," said Axne, "because they have a $5 billion annual budget, and 80,000-person staff. So, we just need to make sure they allocate to addressing folks during work hours." …

     Actually, if Social Security had 80,000 employees, it could answer its telephones. Unfortunately, even though its budget is a lot more than $5 billion, it only has about 60,000 employees, almost all of whom are working from home. If you want better telephone service, it’s going to take more employees who cost more money but, first, members of Congress like Ms. Axne need to get past some of their illusions. Bad service at Social Security isn’t the result of laziness or poor management. It’s because of inadequate operating budgets.


Oct 23, 2021

14 Months For Threatening Social Security Employee


      From a television station in Denver:

A 56-year-old Denver man, Harold Ortiz, was sentenced to 14 months in federal prison for threatening government workers after his Social Security benefits were terminated. ...

Ortiz, according to his arrest affidavit, phoned the facility about his benefits and first spoke to a claims specialist. That person told Ortiz he was no longer entitled to receive benefits and that the SSA had several notices in the mail announcing the decision.

“I’m going to stand outside your building and blow all of your [expletive] heads off,” Ortiz reportedly yelled at the claims specialist. “You’re dealing with a crazy person!” ...


Oct 22, 2021

Criticism For Social Security Form


      The Paperwork Reduction Act allows the public to comment on new or revised forms used by federal agencies. The Consortium for Citizens with Disabilities (CCD), the major umbrella group for non-profits advocating for the disabled, has submitted seven pages of comments to Social Security on a new revision of form SSA-454-BK, which is used when disability benefits recipients are subjected to continuing disability reviews. Here are a few excerpts:

SSA grossly underestimates the burden that responding to SSA-454-BK places on claimants and the public when it suggests the average burden is 60 minutes. [These estimates are required by the Paperwork Reduction Act.] Anecdotally, we believe that if you consider the complete time burden spent by the claimant and third parties to review SSA-454-BK, collect documentation, complete and transmit this form, it would take an average of 15-20 hours. This would include:

  • times spent by the claimant receiving and reviewing the letter;
  • time spent by assisters (neighbors, family, community assisters and sometimes SSA claims representatives) helping the claimant understand the SSA-454-BK form, and the steps required to respond (particularly in cases where SSA knows the claimant has intellectual, cognitive, behavioral or language deficits);
  • time spent to collect information or documentation needed to complete the form;
  • time spent by medical, behavioral health, and other providers furnishing documentation and or fielding specific questions necessary to complete the form;
  • time spent securing assistance from advocates or lawyers;
  • time spent to actually complete form;
  • and the time required to transmit the SSA-454-BK to SSA. ...

Just completing the SSA-454-BK form is burdensome in and of itself. It is 15 pages long and requires multiple stamps to be mailed back to SSA. It requires beneficiaries to write short essays in response to questions, report all the medication they take and all of the medical treatment and providers they attend, and all of their daily activities. For adults and children with disabilities, this is usually a huge amount of information. ...

We recommend SSA take steps to reduce the burden on claimants by truncating and streamlining the SSA-454-BK. Specific consideration should be paid to the utility to each piece of information solicited as well as the burden it places on the claimant. Although detailed medical information is no doubt useful to evaluating ongoing disability claims, some of this information is not absolutely necessary to adjudicating the claim but may place a large burden on the responder. ...

     On the whole, I find Social Security's forms to be terribly drafted. They are usually poorly organized, too long, confusing and ask for more information than is needed. They seem to be created with little input from the Social Security employees who have to read the forms and with zero regard for the public which has to struggle with the forms. I am glad that CCD is giving some much-needed attention to this dark corner at Social Security.

Oct 21, 2021

OIG Report On VR


      From a recent report by Social Security's Office of Inspector General (footnote omitted0:

Our objective was to determine whether beneficiaries1 who received Vocational Rehabilitation (VR) services attribute those services to their work-related outcomes. ...

The Social Security Act authorizes SSA to pay State VR agencies for the services they provide beneficiaries who meet certain conditions. ... SSA does not manage State VR agencies. ...

More beneficiaries in our population had unsuccessful work outcomes after they received VR services than those who had successful outcomes – 62 percent did not have successful work outcomes while 38 percent did. Per our survey, the beneficiaries with unsuccessful work outcomes did not find VR services as helpful as those with successful work outcomes. While SSA reimburses VR agencies for services provided, SSA does not have authority over the quality of those services. Accordingly, while our survey indicates VR agencies could better serve some beneficiaries, SSA has limited ability to effect change in the quality of VR services its beneficiaries receive. ...

Of the 122 beneficiaries with successful outcomes who responded to whether they would have been able to return to work without the VR services they received, 79 (65 percent) replied no. Of the 123 beneficiaries who responded to whether they would have been able to work for as long as they had without VR services, 85 (69 percent) replied no. ...

     Note the implicit assumption that VR would do a better job if only it were managed by Social Security. LOL. 

     The entire thrust of the report seems to be that a 38% success rate is poor. Actually, that rate seems pretty good to me. Of course, VR turns away a lot of people. They only work with those who seem to have potential. You can call it cherry picking if you wish but I'd say they're just realistic. OIG seems to assume that there's some way of rehabilitating most Social Security disability recipients which is wrong. The people drawing those benefits have very serious health problems. Few of them get better. In fact, the majority keep getting worse over time.


Oct 20, 2021

OHO Stats

      The report shown below was obtained from Social Security by the National Organization of Social Security Claimants Representatives (NOSSCR) and published in its newsletter, which is not available online to non-members. It contains basic operating statistics for Social Security's Office of Hearings Operations (OHO). 

Click on image to view full size


Oct 19, 2021

Draft Senate Appropriations Bill

Senator Leahy

      Patrick Leahy, the Chairman of the Senate Appropriations Committee, has released a draft Fiscal Year (FY) 2022 appropriations bill (see page 293) covering Social Security. The top line number in his version is virtually the same as the bill that has already passed the House of Representatives, a $1 billion increase for Social Security over FY 2021.

     As is normally the case, the draft report on the bill, an explanation of the bill which isn't officially enacted, contains recommendations for the Social Security Administration. These aren't binding but agencies take them seriously. Here's what's in the draft Senate bill for Social Security:

Delayed Disability Payments.—The delayed payment of Social Security Disability Insurance claims can create a significant burden on claimants. The Committee requests a briefing within 90 days of enactment on the issues that can result in delayed payments, and the polices SSA has implemented, or has considered, to streamline the disability payments’ process. 
Disability Hearing and Initial Claims Backlogs.—The Committee commends SSA for the progress it has made reducing the average disability hearing processing time and the disability hearing backlog. The Committee recommendation combined with investments in recent years will help SSA stay on schedule to eliminate the backlog in fiscal year 2022 and further reduce the average disability hearing processing time. At the same time COVID–19 has created significant challenges for SSA, and has contributed to a growing backlog of initial disability claims. The Committee recommendation will support additional hires for Disability Determination Services to help address the growing backlog and an estimated increase in initial claims. The Committee requests a briefing within 60 days of enactment, and quarterly thereafter, on its progress towards reducing initial disability claim and hearings processing times and backlogs. 
Field Offices Closures.—The Committee remains concerned about decisions to permanently close field offices and the impact on the public. The Committee encourages SSA to find an appropriate balance between in-person field office services and online services for beneficiaries. While the SSA’s Inspector General reviews decisions to close field offices, the Committee directs SSA to take every action possible to maintain operations at the offices under review. 
Occupational Information System [OIS].—The Committee is aware that SSA continues to operationalize OIS using BLS ORA data, O*NET, and other DOL-derived occupational statistics. The Committee commends SSA’s progress in implementing OIS, and directs SSA to provide an update in writing to the Committees on Appropriations and Finance within 60 days of enactment detailing the status of implementation, to what extent OIS is fully operational, a timeline for moving from the Dictionary of Occupational Titles entirely to OIS, and an action plan to accomplish said timeline.

     This is almost completely different from the House version which discusses the regulations allowing Administrative Appeals Judges to hold hearings, judicial independence of ALJs, backlogged claims processing, the attorney fee cap, telework and telephone hearings. The differences between the two draft reports will be sorted out in the legislative process so there will be one final report on the bill.

     The current continuing resolution that keeps Social Security and other agencies running ends in early December. I don't think that appropriations have been as contentious this year as most. I hope we can get something passed by that early December deadline.

Oct 18, 2021

CCD On SSI Reform


      The Consortium for Citizens with Disabilities (CCD), the major umbrella group of non-profits concerned with the rights of the disabled, has posted a letter it has sent to Congressional leaders concerning changes in SSI which it desires in the budget reconciliation bill currently being negotiated. The letter may give us an idea of what is in play. It doesn't promote the idea of a major boost in SSI but it does say that:

Some of the President’s commitments are very affordable: increasing the income disregards is only $60 billion over ten years, eliminating the rules prohibiting help from family and friends is only $31 billion, and updating the resource limits is only $8 billion. Other smaller changes we have long supported have negligible costs of under $500 million over ten years (including expanding SSI to the territories, excluding retirement accounts from resources, eliminating dedicated accounts, and other technical changes from the SSI Restoration Act).

Oct 17, 2021

Social Security And Household Wealth

      A tweet from the Center for Retirement Research at Boston College:

Today is #EndPovertyDay. Without #SocialSecurity, a typical white household has 5 to 7 times the wealth of a minority household, but adding in Social Security reduces the gap to 2 to 3. Learn more: bit.ly/36aJ6EV #EndPoverty #PovertyEradication #RDRCResearch



Oct 16, 2021

Oral Argument At SCOTUS On Social Security Case


      From SCOTUSblog:

Wednesday’s argument in Babcock v Kijakazi displayed a bench still uncertain about how to resolve a problem about the Social Security benefits available to a small group of National Guard workers.

The case involves a special rule that protects certain members of the “uniformed services” from a rule that limits Social Security benefits for people with irregular work histories over the course of their lifetime. … The case involves a group of about 50,000 people still living who worked before 1984 as a “dual-status military technician.” Although paid as civilians, those technicians provide a variety of services involving the National Guard and are obligated to maintain membership with an appropriate rank in the National Guard and to wear the corresponding uniform while on duty. At bottom, the question is whether the pay they receive for that work is “wholly” based on service “as” a member of a uniformed service, even though much of it is civilian rather than military work.

None of the justices seemed to approach the case with certainty. Two main threads of analysis dominated the argument. For Chief Justice John Roberts, it seemed obvious that some of the pay was for the serviceman’s work “as” a member of the National Guard, but much of it was for the various civilian duties of his technician status. …

Justice Elena Kagan – the only justice who seemed to state a settled view during the argument – seconded Roberts’ perspective, commenting “that we can sort of make this simpler” by following his lead, “and this is the way I read the language too.”

Conversely, Justice Neil Gorsuch found most relevant the statutory requirement that dual technicians must be members of the National Guard. In a colloquy with Nicole Reaves (appearing on behalf of the government), Gorsuch commented that “the work may be civilian for a bunch of other purposes, but it can only be performed by someone who is serving in the capacity of a National Guardsman.” …

Oct 15, 2021

Problems At OIG

Gail Ennis

     From Government Executive:

A group representing employees of the Social Security Administration’s office of inspector general is calling on lawmakers and President Biden to take action against the watchdog office’s leadership, saying the leaders have lost the confidence of their employees. 

The Federal Law Enforcement Officers Association’s promise to take its complaints directly to Capitol Hill and the White House follows a vote in which 98% of responding employees represented by the professional association said they no longer had faith in SSA Inspector General Gail Ennis. The inspector general has ignored employee complaints and defied efforts to engage with workers, the group said in a recent letter to Ennis. The association represents 90% of the IG’s agents. 

Employee satisfaction has declined since Ennis took office in early 2019 and took a significant hit this summer when the IG told employees the agency had begun conducting surveys of employee computer logs and telephone records to ensure its largely remote workforce was engaging in work activities at the proper times. Ennis said the agency was weighing disciplinary actions for those employees who were allegedly slacking off during their telework hours. 

After the law enforcement association raised concerns about those practices and other managerial decisions, asking Ennis to meet with labor representatives to discuss concerns, the IG responded directly to the workforce with a letter rejecting the group’s concerns. 

FLEOA suggested the total number of OIG special agents—plain-clothed federal law enforcement personnel who conduct investigations—has dropped by 37% in the last 18 months, though Ennis said the overall office of investigations was down just 7% since the pandemic began. She also vowed to oversee a workforce increase in the coming months as the agency fills vacancies.  ...

The IG’s office was ranked 382 out of 411 agency subcomponents on the Partnership for Public Service’s most recent best places to work rankings, which is compiled from the government’s annual Federal Employees Viewpoint Survey data. The office’s engagement score has fallen by 22% in the last two years.

Oct 14, 2021

5.9% COLA


      The Cost Of Living Adjustment (COLA) for Social Security benefits effective next year is 5.9%, slightly lower than had been anticipated, but still the highest in many years.

Oct 13, 2021

Supreme Court Hearing Social Security Case Today

      From Scotusblog:

Wednesday’s argument in Babcock v Kijakazi will take the justices deep into the intersection of the Social Security Act and a host of statutes defining the obligations and compensation of National Guard workers. This will definitely not be the most closely watched case of the month — but the court’s resolution of the arcane question in the case may determine how much money certain veterans can receive in retirement benefits.

At the highest level of generality, the case involves an exception from a “windfall elimination provision” of the Social Security Act. To understand the issues before the justices, it is enough to know that Congress has adopted a statute designed to eliminate what it regards as “windfalls” that some workers would receive – unjustly large Social Security awards that would flow to workers who spent a substantial share of their working years in jobs not covered by Social Security. The exception to the windfall-elimination provision describes some payments to which that provision doesn’t apply – employees for whom Congress would tolerate what it generally would regard as a windfall. Specifically, the exception protects any “payment based wholly on service as a member of a uniformed service,” a defined term that includes among other things the Army National Guard of the United States. To put that another way, the “uniformed-services exception” at issue here allows members of uniformed services a windfall Social Security payment that is barred for members of the general public.

The question before the court is whether the benevolence of that uniformed-services exception reaches dual-status military technicians who serve in the National Guard. Those technicians provide a variety of services involving the equipment and supplies of the National Guard. Although they are paid as civilian employees, they routinely wear military uniforms and are obligated to maintain membership with an appropriate rank in the state National Guard where they are located, which carries with it (by law) membership in the Army National Guard of the United States. …

Oct 11, 2021

How Social Security Screws Parents

 


    From Stephanie Murray writing for The Atlantic about her family’s experience:

… America’s retirement system is stacked against mothers. Women are more likely than men to reduce their hours or drop out of the workforce to raise children and, as a result, are likelier to face poverty in old age. America’s primary safety net for the elderly—Social Security—rewards long careers and high pay, all but guaranteeing that parents who focus on the work of child-rearing receive the smallest payouts. …

Oct 10, 2021

What Are The Numbers On The Back Of My Social Security Card?


      Greg Heilman writes about the myths and urban legends surrounding Social Security numbers. 

     I don’t know about numbers on the backs of Social Security cards. The only number on the back of my Social Security card is the form number — but I still have the original card I received at age 16 many years ago. Things have surely changed.

Oct 9, 2021

Three Months Since Saul Fired


      It’s been three months since President Biden fired Andrew Saul from his position as Commissioner of Social Security. I know there’s a lot on the plates of the President and Congress but I hope it won’t be too much longer until someone is nominated for the Commissioner position. There’s only so much that an Acting Commissioner can or will do.

Oct 8, 2021

Conn Clients Remain In Limbo

      From the Associated Press:

As disbarred lawyer Eric Conn sits in a federal prison, hundreds of people in one of America’s poorest regions remain mired in the legal mess he caused by running a $600 million fraud, the largest Social Security scam in U.S. history. 
Many of Conn’s former clients in eastern Kentucky’s Appalachian mountains, who counted on him for help getting their disability benefits, could again lose their monthly support. 
About 1,700 people already went through hearings to prove their disabilities after his fraud was exposed about six years ago, and roughly half lost their benefits as a result. Some 230 of these recipients managed to get their benefits restored years later by court orders, only to learn they may have to prove it all over again. 
That’s the situation confronting Mary Sexton, who suffers from scoliosis and has had two brain surgeries, plus spinal surgery to fuse vertebrae in her neck. Her maladies have left her with a limp and other chronic symptoms including headaches, kidney problems and an inability to concentrate that forced her to quit college. 
A court order restored her $1,100-a-month disability benefit in November. But two months later, she received a letter from the Social Security Administration telling her she would have to appear before an administrative judge to prove she is legally entitled to them. ... 
In a statement to The Associated Press, the Social Security Administration said it is bound by law to “conduct redeterminations of entitlement when there is a reason to believe fraud or similar fault was involved in a person’s benefit application.” The statement said Conn’s fraud, exposed by two agency employees in a whistleblower suit, is “well-documented.” ... 
In a letter to the acting commissioner of the Social Security Administration, Rep. Hal Rogers said the agency has spent millions to deny relatively small sums to unwitting victims of a con job. “These individuals are the victims of fraud, not the perpetrators, and it’s time for their uncertainty and anxiety to end,” the Kentucky Republican wrote, arguing for a process that would keep them out of court.

Oct 6, 2021

GAO Report On Telework Security


      The Government Accountability Office (GAO) has issued a report on telework security at several agencies, including Social Security. The report is short on specifics, probably to avoid pointing out areas to attack, but Social Security comes in for mild criticism. I can’t tell whether it’s quibbles over the dotting of i’s and crossing of t’s or whether there have been substantive dangers.

Oct 5, 2021

65 Months For Former Social Security Employee



     From a press release:

A Saint Pauls, North Carolina woman, Stephanie Chavis, was sentenced today to 65 months in prison and three years of supervised release for wire fraud and aggravated identity theft.  Chavis was also ordered to pay $760,966 in restitution to the Social Security Administration.  On April 16, 2019, Chavis pled guilty to the charges. 

According to court documents and other information presented in court, Chavis was an Operations Supervisor at the Fayetteville offices of the Social Security Administration (SSA).  SSA administers monetary aid to the public through federally funded programs, including the Supplemental Security Income program (SSI), which authorizes monthly payments to qualifying individuals who are 65 years or older, blind, or disabled, and who meet certain income and resource criteria.

In her capacity as an Operations Supervisor, Chavis had access to SSA beneficiary accounts and associated personal identifying information (PII).  Between approximately August 2010 and April 2018, Chavis caused over $760,000 in SSI benefits to be electronically deposited into nine different bank accounts held in her name, and in the names of various family members, by making false and fraudulent representations to fellow SSA employees, including claims representatives and other supervisors.  ...

Oct 4, 2021

New FOIA Disclosures


      Social Security has uploaded a number of "proactive disclosures" to its Freedom Of Information Act (FOIA) reading room. Read and enjoy.

Oct 3, 2021

SSI Class Action


      A class action lawsuit has been filed in the Eastern District of New York dealing with the poor service that the Social Security Administration has afforded Supplemental Security Income claimants since the pandemic began, particularly in regard to how that poor service has created or increased overpayments and the agency’s inability to cope with the overpayments other than by seizing current benefits without giving the claimants involved a reasonable opportunity to request waiver of the overpayments.

     Overall, SSI claimants and recipients have fared horribly during the pandemic. Regardless of the merits of this lawsuit, they deserve much better.

Oct 2, 2021

Oct 1, 2021

CR Passed


      Congress has passed and the President has signed a continuing resolution (CR) that allows the federal government to continue operations and spending money at the same rate as in the fiscal year that ended at midnight last night. This goes through December 3. The Social Security Administration received no special treatment in the CR.